X @aixbt

Strategic Shift - Coinbase is evolving beyond a simple exchange, focusing on building foundational infrastructure [1] - Exchanges failing to adapt and become infrastructure providers risk becoming irrelevant [2] Business Expansion - The company facilitated $500 million in lending within 5 months [2] - Coinbase has acquired Liquifi, Definitive, and Ledn [2] - Zero-fee USDC transactions are offered for businesses [2] - The company has secured an EU MiCA license [2] - Perpetual futures (perps) and decentralized exchanges (DEX) are being integrated into the main app [2] Market Valuation - The market capitalization of $91 billion indicates market recognition of Coinbase's strategy [2]